Manager Referrals and Joint Marketing Ventures
Many investment managers begin their search for potential third party marketers by visiting this web site, which typically leads to several direct inquiries to 3PM member firms. Since most 3PM firms are hesitant to represent competing managers in the same asset class, opportunities for manager referrals are not uncommon, thus allowing the 3PM members to grow the number of high-quality managers it represents.

On-Going Access to Contract
and Regulatory Counsel
Regulatory and compliance issues are often cited as the primary benefit of membership in our Association. Most 3PM firms face the same challenges as an internal marketing staff, however, they don’t have a full-time, dedicated team of compliance professionals on staff. The dialogue among members often helps the 3PM firm to focus their time and attention, as well as obtain a better understanding of industry-wide operational trends.

Networking
As with any industry, third party marketing has its own unique set of business issues. These issues are easily addressed as young 3PM firms collaborate and are mentored by more senior 3PM members. Different, yet effective and cost-efficient, approaches to common issues are often uncovered.

Our Annual Meeting, usually scheduled in July, offers a forum for open discussion and sharing with among our members who represent wide range of experiences. Expert professionals within our industry present and discuss industry, business, and compliance models as it directly relates to third party marketing.

Vendor Discounts
The 3PM Association has negotiated significant discounts from several leading industry vendors for its members. The list of providers include: conference sponsors, performance measurement systems, analytical tools, database providers and industry newsletters and publications. Please contact our Executive Administrator, Barbara Swanda for specific details.